IIM

Ipswich Investment Management Portfolio holdings

AUM $428M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.46M
3
+$1.45M
4
ADP icon
Automatic Data Processing
ADP
+$365K
5
ABBV icon
AbbVie
ABBV
+$324K

Top Sells

1
+$2.73M
2
+$1.89M
3
+$1.71M
4
MSFT icon
Microsoft
MSFT
+$1.47M
5
CVX icon
Chevron
CVX
+$1.35M

Sector Composition

1 Healthcare 17.67%
2 Energy 13.69%
3 Industrials 13.6%
4 Technology 12.43%
5 Financials 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$668K 0.31%
8,279
+600
77
$650K 0.3%
16,350
-7,850
78
$637K 0.3%
18,305
-280
79
$622K 0.29%
7,386
+300
80
$617K 0.29%
6,300
81
$603K 0.28%
8,526
-24,161
82
$594K 0.28%
9,107
+573
83
$559K 0.26%
14,181
84
$557K 0.26%
7,254
+977
85
$541K 0.25%
9,766
-500
86
$524K 0.25%
6,513
-2,030
87
$516K 0.24%
2,695
-150
88
$498K 0.23%
34,085
-58,900
89
$478K 0.22%
9,800
90
$447K 0.21%
14,285
+1,800
91
$436K 0.2%
6,400
92
$410K 0.19%
3,100
93
$399K 0.19%
16,030
94
$394K 0.18%
4,875
95
$383K 0.18%
2,675
+320
96
$367K 0.17%
2,642
-250
97
$366K 0.17%
8,321
-260
98
$365K 0.17%
+3,565
99
$360K 0.17%
5,200
100
$351K 0.16%
11,740
-710
2 3
4
5 6